The British Embassy 401(K) Plan — Form 5500 plan (The British Embassy)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The British Embassy 401(K) Plan is a benefit plan reported by The British Embassy under EIN 52-2150359 and plan number 002. The latest loaded filing year is 2023. The filing reports 743 participants and $41,218,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The British Embassy
- EIN
- 52-2150359
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $41,218,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H, C | 20240907091939NAL0003540576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,218,098
- Total liabilities (EOY)
- $60
- Net assets (EOY)
- $41,218,038
- Net assets (BOY)
- $33,917,301
Income & contributions
- Employer contributions
- $1,558,841
- Participant contributions
- $2,831,798
- Total contributions
- $4,479,417
- Total income / additions
- $9,893,538
Expenses & distributions
- Benefits paid
- $2,433,669
- Administrative expenses
- $132,286
- Total expenses
- $2,592,801
- Net increase / (decrease)
- $7,300,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Uniglobal Pension Planning, Inc. | TPA | $44,335 | $0 | 2023 |
| Transamerica Life Ins. Company | RECORDKEEPER | $43,375 | $0 | 2023 |
| Edward D Jones & Company | INVESTMENT ADVISORY - PL | $36,077 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PL | $7,425 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The British Embassy
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Uniglobal Pension Planning, Inc. — Schedule C compensation
- Transamerica Life Ins. Company — Schedule C compensation
- Edward D Jones & Company — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation